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Trump made an ultimatum against Powell, and his successor, Walsh, held shares in SpaceX and Polymarket. On the same day, the logo was 500 years old, Anthropic rejected the $80 billion valuation, and Snap let AI write 65% of the code and cut 16% of the people。

1 Trump's ultimatum to Powell, and his successor's portfolio is more informative than the policy declaration

On Wednesday, in an interview with Fox Business, Trump said that Powell would be fired if he stayed on the Federal Reserve Council after confirmation by his successor. Powell's attitude is to wait until the D.O.J.'s investigation into the Fed's renovation is over. Republican Senator Tilis promised to block Walsh's nomination committee until the investigation was completed, and whether the Senate hearing on April 21st was scheduled to take place was a variable。

Walsh ' s financial disclosure revealed signals earlier than the policy hearing. Assets of between $131 million and $209 million, holding shares in SpaceX and Polymarket, spouse Jane Lauder, family heir to Yaslande, net personal assets of $2 billion. A heavy user of the betting market is about to take over the Fed, which is more indicative of the quality of the new Fed than any forward guidance on interest rates. Central bank independence in the Powell era is the legacy of the system, and the Walsh-era central bank may be more like a trading counter for market sentiment。

(Source: CNBC / NBC News / Fortune / OGE)

2 Jane Street 7 billion bets. CoreWeave, ASML leads the whole year up

Quantified trading giant Jane Street announced on Wednesday the signing of the $6 billion AI cloud agreement with CoreWeave, with a pledge of $1 billion per share of $109 per share of CoreWeave's common stock, with a total hold of approximately $1.44 billion, to be among the top five shareholders. CoreWeave had previously signed a $21 billion supply agreement with Meta, extending into 2032. A marketer turned himself into a cornerstone investor in the GPU cloud, trading infrastructure and the AI infrastructure border is disappearing。

On the same day ASML surrendered the Q1 report card. 8.8 billion euros over-expected net profit of 2.8 billion euros. The year-round sales guide went up 36 billion to 40 billion euros, compared to 34 billion to 39 billion. CEO Fooke said "Chip demand is going beyond supply" and 51 percent of the new tools were sold to memory chips. In 2026, ASML delivered 60 low NAEUVs, 25 per cent more than in 2025, with capacity of 80 in 2027. From Jane Street to ASML, the AI transit chain of capital expenditure is moving from cloud to light。

(Source: Reuters / CoreWeave / Bloomberg / CNBC)

3-year-old Anthropic rejected the $80 billion valuation and the central bank lined up to question Mythos, the pharmaceutical company CEO on the board

Anthropic rejected an investment offer that had invested more than $80 billion in valuations, and VC gave prices that had been set at the same level as OpenAI. TechCrunch quotes investors, and according to the latest round of OpenAI estimates, assuming that the IPO time value is more than $1.2 trillion, the current valuation of Anthropic 380 billion is "relatively cheap". Anthropic is discussing Q4 IPO while changing the pricing model to AI usage。

The power position has been locked in three directions in the same week. Novartis CEO joined the Anthropic Board of Directors to access the AI Security Policy Level. The ECB has initiated an inquiry process on banking risks in Mythos, and regulatory pressure has been transmitted from the United States to Europe, following the emergency meeting of the Bank's CEO convened last week by the Fed, Powell, and the Treasury. Becent publicly called Mythos "the breakthrough of the Central American Ai competition". Mythos of Anthropic is also a product, weapon and regulatory trigger, and the triple identity determines that the company ' s valuation anchor is not in the financial model, in the weight table of geo-magic games。

(Source: TechCrunch / The Information / Reuters / CNBC / Bloomberg)

Five days, the Washington surge and the negotiations are accelerating

Before the ceasefire expired on 21 April, two contradictory pipelines ran simultaneously. At the end of the negotiations, Axios quoted two United States officials who called Mei "progress" on Tuesday, and Pakistan's Chief of General Staff Munir flew to Tehran on Wednesday to prepare for the next round of mediation, with Egypt and Turkey participating simultaneously. Trump said to Fox Business the same day that the war was "very close to ending". At the military level, the Washington Post reported an increase of 10,000 soldiers from the Pentagon to the Middle East, and the Senate, for the fourth time, rejected the resolution restricting the President ' s war power over Iraq。

THE CORE DIFFERENCES THAT BROKE DOWN ON 11-12 APRIL IN THE FIRST ROUND OF NEGOTIATIONS IN ISLAMABAD REMAINED UNCHANGED. THE UNITED STATES DEMANDS THAT IRAN ABANDON ITS ENTIRE NUCLEAR PROGRAMME, AND THE FIVE-POINT COUNTER-PROPOSAL DEMANDS SAFEGUARDS, WAR COMPENSATION AND SOVEREIGN RECOGNITION OF THE STRAIT OF HORMUZ. TRUMP ANNOUNCED "NEAR THE END" WHEN THE NEGOTIATIONS WERE NOT RESUMED, USING THE OLD RHYTHM OF "UPGRADE-SOFT" IN THE TACO SCRIPT. THE MARKET HAS PRICED THE CEASEFIRE TO A HIGH LEVEL OF INNOVATION, BUT THE 10,000 INCREASE IN TROOPS SUGGESTS THAT THE MILITARY HAS NOT LET GO. (CONTINUING YESTERDAY'S COVERAGE)

(Source: Axios / Al-Jazeera / Wealth / Washington Post)

5|Snap let AI write 65% of the code and then cut 16% of the people. Allbirds After Selling Shoes for GPU Taxi

Snap CEO Spiell announced a reduction of about 1,000 staff on Wednesday (16 per cent of the total) while closing 300 vacant posts, resulting in annual savings of over $500 million. The key data point for the internal memo is AI, which has generated 65% of the new code, and the company assigns key business to the "small team plus AI agent" combination. 11% up front of the stockboard. This is the first listed technology company to write its share of AI code generation into the layoffs。

On the same day, Allbirds completed the transition from a sneakers brand to an AI calculator. Just two weeks ago, it sold the consumer business at $390 million, only 1 per cent of the peak estimate of $4 billion, and now known as NewBird AI, with $50 million worth of reversible financing, plans to purchase GPUs for customers who "were unable to provide reliable services to the spot market and super-large producers." The stock price went up 700%. In 2017, the Long Island Iced Tea magazine directly compared the pre-precedent that stock prices rose by 180 per cent after the renaming of the block chain. The control group that happened the same week, the Snap's AI narrative is being reduced (minus, lower) and Allbirds' AI narrative is being added (shell exchange, swelling)。

(Source: Reuters / TechCrunch / Wealth / Allwork.space)

And it's worth knowing, Zoo

Ying Weida CEO Wong In-hoon interviewed the core position: Chips should be sold to China. His logic is that China owns 50% of the world's AI researchers and plenty of energy, and a ban on sales is tantamount to giving way to the entire market and weakening American semiconductor leadership. The current supply chain purchase commitment of YVD is close to $100 billion, and AI accounts for 60 per cent of the capacity of the N3 node, and is projected at 86 per cent next year. (Source: Dwarkesh Podcast)

THE SAME DAY THAT BDP 500 AND NASDAQ WERE THE HIGHEST EVER, MORGAN CHASE STRATEGIST CALLED IT THE FASTEST REBOUND SINCE COVID. IRAN'S VOLATILITY SHIFTED FROM RISK TO FUEL. INVESTORS ARE "DEALING WITH OPTIMISM RATHER THAN FACT" AND ECONOMISTS ARE WORRIED THAT THE CEASEFIRE WILL BE CONSIDERED A FAIT ACCOMPLI BEFORE IT IS SIGNED. (SOURCE: WEALTH / WALL STREET JOURNAL)

The European Union found that Meta had violated the antimonopoly rules by charging a third party to the WhatsApp Aides ' fee and required the restoration of free access. The antimonopoly chief, Ribella, stated that "pricing instead of the ban does not change the preliminary conclusion: it is an abuse of dominance". Meta blocked the competition AI chat robot on the WhatsApp last October, and the bill was changed in March. AI's distribution channel's antimonopoly war is shooting first in Europe. (Source: Reuters / European Commission)

Tesla shows the first sample of the A5 processor, and Mask claims a 40-fold increase in performance. Mask was wrong to thank "TSC" in the show, not the builder, the processor was a builder. 40 times more than the self-identified figures of the previous generation HW4 have not yet been independently validated. (Source: Tom's Hardware)

Storage cards and flashback prices surged by 124 per cent, with some products peaking by 261 per cent. The price of 2TB Sandisk Extreme Pro UHS-II SD card doubled the shortage of AI chips from GPU spill to consumer-grade storage. NAND capacity is prioritized by HBM and enterprise-level SSD, and consumption ends up as surplus distribution. (Source: Tom's Hardware)

Senator Warren expressed anti-monopoly concerns about the acquisition of Slurm by Inverda. The dominance of the AI chip is being extended to the task load dispatch software layer, with Slurm being the most widely used dispatcher for the global HPC cluster. The combination of hardware monopoly and software locking triggers congressional alerts. (Source: Reuters)

The British-Ukrainian joint company Skycutter won the U.S. Pentagon drone race. A small company with Ukrainian front experience and Atlanta manufacturing base defeated large budget competitors in Silicon Valley and Washington. Field experience is reshaping the assessment criteria for military salaries. (Source: Axios)